Episode Details
Back to EpisodesWas Your Brokerage Account Restricted Due to Your Address
Published 1 month, 2 weeks ago
Description
Think using your brother's address in California will keep your U.S. brokerage account safe while you're living overseas? Think again.
Major brokerage firms are getting much stricter with clients who live outside the United States, and many investors are finding out the hard way that their accounts can be restricted or even closed.
Discover how brokerage firms know where you're really living, why using a U.S. address can create unexpected tax headaches, and what options are available for Americans managing investments from abroad.
If you live overseas and have U.S. investment or retirement accounts, this is information you won't want to miss.